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Financial Aid Form Preparation: No need to worry about deadlines or mistakes on the FAFSA or any other financial forms.
Even though there are millions of students annually looking for more money to pay for college, millions of dollars go unused every year. I know where and how to get it.
I provide a comprehensive report with net costs based on your family's unique financial situation so you can analyze what to expect BEFORE you commit to an institution.
Creating a plan on how to pay for college is so important in fact I find it more important than how much you pay. I see a lot of mistakes with how families pay for college and ultimately hurt their retirement savings.
Once your student has been awarded financial aid, we can identify if it's appropriate to do an appeal and how to best approach it.
The focus is on how to pay for college by helping position the family financially according to the formula and rules to maximize getting the most money. When I go through school selection it’s based on their specific financial situation and what can be expected on where the family can find the most money.
The unfortunate truth is that our school counselors are overwhelmed with a ratio of students to one counselor on average 300 students to one counselor. In addition to being overworked they do not review your all financial statements to guide a family on how to maximize the potential money available.
I am a local central coast financial advisor that specializes in helping families and their students manage the cost of college education. There are a lot of areas in this field that a typical advisor or CPA would not understand, it is similar dynamic to a Doctor and a Cardiologist related to college financial planning. The limited information they do know can be outdated and traditional planning for college can be wrong.
I do offer a money back guarantee, that all services offered are rendered. We can NOT guarantee how much money you can save. It’s impossible to predict that because we are dealing with so many factors. I only accept clients that I can help improve their position.
Yes ! Don’t let what “they” say prevent you from getting the help you need in the process. There are so many mistakes that happen in this process that cost families so much money.
Yes, I find that families with high incomes, business owners, stock portfolios, rental/commercial property owners, divorce and separation issues or two home families need extra help to navigate a complicated system.
